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Zenith Disclaimer

The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned May 2017) referred to in this document is limited to “General Advice” (as defined by the Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines

Auscap Asset Management Limited, its directors and employees do not accept any liability for the results of any actions taken or not taken on the basis of information contained in the Zenith Product Assessment, or for any errors or omissions.

By clicking ACCEPT below you acknowledge and agree to the terms and conditions set out above and confirm that you are an Australian Wholesale investor as defined by the Corporations Act 2001 (Cth).

Lonsec Disclaimer

The Lonsec Rating (assigned June 2017) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product. Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Auscap Asset Management Limited’s product, and you should seek independent financial advice before investing in this product. The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document following publication. Lonsec receives a fee from the Fund Manager for researching the product using comprehensive and objective criteria.

Auscap Asset Management Limited, its directors and employees do not accept any liability for the results of any actions taken or not taken on the basis of information contained in the Lonsec Rating, or for any errors or omissions.

By clicking ACCEPT below you acknowledge and agree to the terms and conditions set out above and confirm that you are an Australian Wholesale investor as defined by the Corporations Act 2001 (Cth).

Our Team

Tim Carleton

Principal & Portfolio Manager

Tim is a co-founder of Auscap Asset Management. He has 13 years experience in the financial services industry. From 2007 to 2011 he was an Executive Director at Goldman Sachs where he was responsible for managing an Australian equities long/short portfolio using Proprietary funds. Prior to 2007 he worked at Macquarie Bank within the Investment Banking Group. Tim is a CFA charterholder, a CMT charterholder, a Senior Associate of FINSIA, has a Bachelor of Laws (Hons) from the University of Sydney and a Bachelor of Commerce from the University of Sydney.

Matthew Parker

Principal & Portfolio Manager

Matthew is a co-founder of Auscap Asset Management. He has 20 years experience in the financial services industry. From 2008 to 2011 he was an Executive Director at Goldman Sachs where he was responsible for managing an Australian equities long/short portfolio using Proprietary funds. Between 1999 and 2007 he was a Director at Merrill Lynch Australia responsible for managing proprietary capital. Prior to this he worked at Bankers Trust.

Lee Hopperton

Head of Distribution

Lee has 19 years experience in the financial services industry. From 2012 to 2014 Lee was Head of Cash Equity Distribution at J.P. Morgan Chase & Co, based in Seoul, Korea, where he was responsible for equity sales, trading and execution teams. Between 2009 and 2012, Lee was Head of Pan Asia Cash Equities (Europe) based in London managing the sales and trading business. From 2006 to 2009 Lee was responsible for Australasian Cash Equity Sales (Europe) in London where he managed institutional sales to European clients. Prior to this Lee worked for Macquarie Bank initially as an Equity Research Analyst, then in Equity Sales. Lee has a Bachelor of Arts (Economics) Honours from Stirling University in Scotland.

Jennifer Herbert

Senior Distribution Manager

Jennifer has over 20 years experience in the financial services industry. From 2014 to 2017 Jennifer was a Key Account Manager for Magellan Asset Management where she was responsible for launching and managing Magellan’s ASX listed product suite. From 2012 to 2014 Jennifer established a recruitment company that was subsequently incorporated into Sheffield Haworth. Prior to this she was an Executive Director at Goldman Sachs where she worked in the Equities team from 2005 to 2012, having previously had experience at Deutsche Bank, SBC Warburg (now UBS) and Macquarie Bank. Jennifer has a Bachelor of Science and a Masters of Nutrition & Dietetics from the University of Sydney. She also has various accreditations from the ASX and SFE.

Lauren Murphy

Distribution Manager

Lauren has 10 years experience in the financial services industry. From 2012 to 2014 Lauren was Vice President at CIMB Securities Australia (previously RBS) responsible for Institutional Sales to equity markets clients. Between 2009 and 2012 Lauren was at Merrill Lynch as an Associate in the Research team covering Consumer stocks and then Corporate Access covering key ASX listed corporate and institutional clients. Prior to this Lauren worked as a Senior Equity Analyst at the Royal Bank of Scotland (previously ABN AMRO) covering Banks & Diversified Financials. Lauren has a Bachelor of Commerce and a Bachelor of Science from the University of Queensland.

Janine Silver

Business Development Manager

Janine has 5 years of experience in the financial services industry. From 2012 to 2014 Janine worked as an Associate in the Investor Relations team at Luxor Capital, a New York based investment manager responsible for ~$7bn of Assets Under Management (AUM). Prior to this Janine worked for Octavian Advisors in New York as a member of the Investor Relations team. Janine has a Bachelor of Commerce from the University of New South Wales.

Alex Apoifis

Chief Operating Officer

Alex has 11 years experience in the financial services industry. He worked at J.P. Morgan from 2007 to 2016, most recently in Institutional Equity Research Sales in Sydney and London. Prior to this he worked as an analyst in Equity Capital Markets. Alex was a lawyer with Baker & McKenzie from 2006 to 2007 focusing on capital markets. He has a Bachelor of Laws and a Bachelor of Business from the University of Technology, Sydney.

Louisa Blackwood

Head of Legal & Compliance

Louisa has 12 years experience as a lawyer. From 2009 to 2015 Louisa was a Senior Associate at K&L Gates (previously Middletons) responsible for corporate and commercial advisory work to capital markets clients with respect to the Australian Corporations Law, Australian Securities Exchange listing rules and corporate governance matters. Between 2007 and 2009 Louisa was a lawyer at K&L Gates. Prior to this Louisa was a lawyer at Mallesons Stephen Jacques (now King & Wood Mallesons). Louisa has a Bachelor of Laws (Hons) from the University of Technology, Sydney and a Bachelor of Business from the University of Technology, Sydney.

Philippa Macaskill

Senior Lawyer

Philippa has 6 years of experience as a lawyer across the areas of corporate, funds, financial services and intellectual property. She was previously a Senior Associate at King & Wood Mallesons where she worked from 2011 to 2016. Philippa has a Bachelor of Laws (Hons) and a Bachelor of Advanced Arts (Hons) from the University of Sydney, and a Master of Laws from the University of New South Wales.

Valentina Dimoska

Accounts Manager

Valentina has 10 years experience as a fund accountant. From 2011 to 2012 Valentina was a Senior Fund Accountant at Deutsche Bank responsible for overseeing the external administration of a variety of funds. Between 2007 and 2011 Valentina was an Assistant Manager and Financial Accountant at JP Morgan. Between 2004 and 2006 Valentina worked as a Fund Accountant at Colonial First State. Valentina is a qualified CPA and has a Bachelor of Commerce from the University of Sydney.

Grace Gowdie

Executive Assistant

Grace has 4 years experience in the financial services industry as an executive assistant. She is currently undertaking a Bachelor of Journalism at the University of Technology Sydney.

Stella Marie Downs

Executive Assistant

Stella Marie has 3 years experience as an executive assistant in a legal firm as well as events and administration experience. She has a Bachelor of Commerce from Macquarie University.